Abcam Share Discussion Threads

[buywell3] 22/7/2019 15:02

buywell3 9 Jun '19 - 10:43 - 106 of 114 Edit

Just to give you guys something to chew one ... the bear case

The Chart does stand at a point at which I feel a previous top is being tested

IF it fails say due to macro market issues

The bottom support suggests 1150p could be tested in a tiescale of approx 1 to 2 months based upon the last decent drop.



dyor

[smokybenchod] 22/7/2019 14:43

SP dip is over concern for impact on margins as the result of over future internal investments for growth.
Never heard of growth without investment. Not the 1st time brokers have come out with ridiculous comments.

hxxps://www.proactiveinvestors.co.uk/companies/market_reports/224273/abcam-antagonises-investors-with-plans-to-continue-investment-in-growth-224273.html

[phillis] 22/7/2019 11:41

yes
It is a regular pattern

[lenzcrafter] 22/7/2019 11:33

Always priced in as usual. Generally a drop when good news is released.

[phillis] 22/7/2019 11:30

Read the statement
Nothing about acquisitions
Meeting targets
"Life science research and biopharmaceutical customers globally once again showed their trust in Abcam to help them achieve their research mission. This trust made it possible for our business to expand our market leadership and achieve our strategic goals.

"The prospects for Abcam remain strong and with our focus on customers, we are confident that our investments in growth are aligned to creating long-term value for all of our stakeholders."

[smokybenchod] 22/7/2019 09:14

10.2% CC revenue growth last year vs 9.2% expected this year (obviously on a bigger revenue number so it's always going to be slightly down as this number gets bigger every year) with better margins. Hardly a slowdown.
As for 1000p, yes its possible on market weakness but that's not specific to this share. You could put low chart targets on any share with market weakness!

[buywell3] 22/7/2019 08:26

Poor update IMO


Growth has slowed , perhaps more and better acquisitions needed

My previous chart call looks to have been proved correct ………; again



Chartwise a possible 1000p retest on any market weakness IMO


dyor

[lenzcrafter] 19/6/2019 12:13

Any thoughts on why we are dropping here?

[buywell3] 09/6/2019 10:43

Just to give you guys something to chew one ... the bear case

The Chart does stand at a point at which I feel a previous top is being tested

IF it fails say due to macro market issues

The bottom support suggests 1150p could be tested in a tiescale of approx 1 to 2 months based upon the last decent drop.



dyor

[cokehookerscars] 08/6/2019 20:56

But do they add an extra spread to the buy/sell price to make up for that ?

[lenzcrafter] 16/5/2019 12:04

This is a strong share. Why didn't I get in at £10 a share! Gggrrhh

[claire1010] 29/4/2019 22:22

This board has become so quiet. Anyone has comments for the recent steady growth recovering above 1300p despite the drop today

[discodave4] 29/4/2019 20:24

Sorry EJGot a couple of premium stalkers from CNA thread giving all my posts the thumbs down, so just kept their message posting alert going all night.Sincere apologies, had my fun so no more "."

[phillis] 07/3/2019 16:12

Consistent dd growth in what?

Diluted EPS and adjusted diluted EPS are calculated by adjusting the weighted average number of ordinary shares outstanding to assume conversion of all potentially dilutive ordinary shares. Such potentially dilutive ordinary shares comprise share options and awards granted to employees where the exercise price is less than the average market price of the Company's ordinary shares during the period and any unvested shares which have met, or are expected to meet, the performance conditions at the end of the reporting period.


(Unaudited) (Unaudited)
six months six months
ended ended
31 Dec 2018 31 Dec 2017
---------------------- ------------- -------------
Basic EPS 13.5p 15.8p
Diluted EPS 13.4p 15.7p
Adjusted basic EPS 16.4p 15.6p
Adjusted diluted EPS 16.3p 15.5p
---------------------- ------------- -------------

Steady second half forecast doesnt justify retention of P/E ratio in excess of 30

[ifthecapfits] 07/3/2019 11:32

I hope this stay down for a little while longer so I can add more in April. Selfish I know.

[sampsun] 07/3/2019 07:48

Agreed, great fundamentals, consistent double digit growth

[lenzcrafter] 06/3/2019 20:49

Surely all positive here? Great solid fundamentals or am I missing something?

[bulltradept] 06/3/2019 15:09

Market disagrees with your thoughts Phillis. We shall see though if it does break £10

[phillis] 06/3/2019 08:28

So why don't you buy more?
Because it is not a good buy at these levels